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Brennan K
Series 63, Series 65
Moab, UT
Simplicity wealth
Brennan Knutson is a financial advisor at Simplicity Wealth with Series 63 and Series 65 credentials. Although new to the industry, Brennan has worked in various roles across multiple firms since 2018. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers technology and operational services to other advisers through its private-label asset management software and managed account platform.
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